IFA Administrator

IFA Administrator
Office based
Cheshire
Up to £30k Salary

This role is perfect for someone with strong organisational skills and a keen eye for detail who enjoys working in a structured and client-focused environment. If you have experience in financial services administration or are looking to start your career in a professional financial planning firm, this could be an excellent opportunity.

The Business

A well-established and highly regarded financial advisory firm, providing tailored financial planning solutions to individuals and businesses. The team prides itself on offering comprehensive client support, with a strong emphasis on professional development, structured training, and a collaborative working culture. The firm provides a full range of financial services, focusing on retirement planning, investments, and pensions.

The Role

As a Financial Services Administrator, you will play a key role in supporting advisers, paraplanners, and fellow administrators to ensure the smooth operation of the business. Your role will include:

• Liaising with clients, advisers, and product providers to meet deadlines and ensure smooth workflow.
• Handling general administration tasks, including answering inbound calls and assisting with client and adviser queries.
• Booking appointments and managing advisers’ calendars.
• Processing new business applications for life, pensions, and investments, ensuring accurate and efficient completion.
• Obtaining pre-sale documentation, including quotations and required paperwork.
• Ensuring withdrawals and transactions are processed promptly by providers.
• Maintaining accurate records and internal systems to support compliance and business operations.

The Benefits

• Up to £30k Salary
• 22 days holiday + bank holidays (increasing with service).
• Birthday day off.
• Company pension.
• Study support for professional development.
• Death in service benefit.
• On-site parking.

How to Apply

Applying is simple - submit your CV today!

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator